Deleting or deactivating a team member's access to Canopy takes place on the Team Members screen in your Account Settings. In order to view the Team Members screen, you will need admin access to Canopy. For more information on admin permissions, refer to the Team Member Permissions article.
Deleting a Team Member
Deleting a team member removes them completely from Canopy. They will not be able to login in to Canopy.
- Click on the drop-down menu next to your Canopy username and click Account Settings.
- Click Team Members in the Settings menu on the left side of the screen.
- On the Team Members screen, click the settings icon in-line with the team member you plan to remove.
- Select Delete from the drop-down menu.
- The team member will immediately be removed from the Team Members screen.
- You can view deleted team members by clicking the blue Deleted Team Members link at the bottom of the Team Members screen.
Deactivating a Team Member
Deactivating a team member in Canopy removes their access to your Canopy account without deleting it completely. An inactive team member will not be able to login to Canopy.
- Click the drop-down menu next to your Canopy username and click Account Settings.
- Click Team Members in the Settings menu on the left side of the screen.
- On the Team Members screen, click the settings icon in-line with the team member you plan to deactivate.
- Click Deactivate from the drop-down menu.
- The team member will immediately be removed from the Team Members screen.
- You can view deactivated team members by clicking the blue Inactive Team Members link at the bottom of the Team Members screen.
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